Summit Kailash - AVP/Senior Associate - Wealth Management

Summit Kailash is a leading, independent India advisory and fund placement group providing capital raising and liquidity solutions.

Office Location: Lower Parel

Job Title: AVP (02 positions)

Job Overview: We are looking for a smart and dedicated team member for the position of AVP to expand our institutional and family offices/UHNIs investor relationships across the world. The focus would be towards alternative investments across Private Equity, Venture Capital, Private Credit and Hedge Funds etc in domestic & offshore markets.

Responsibilities and Duties:

- Building and managing relationships with some of the largest fund managers, institutional investors, family offices & UHNIs, across the globe.

- Create collaterals showcasing the track record of investment portfolios, using charts and comparisons to an appropriate benchmark and other information along with competitor profiling.

- Preparing financial models and projections for fundraising mandates.

- Collecting & co-ordinating portfolio information & data to facilitate the due diligence process.

- Analysis of different products across asset classes.

- Assist in the creation of materials for investment presentations. Monitor investment performance across asset classes, geographies and managers.

- Engage in multi-asset class research and contribute to thought-leadership articles.

Qualifications:

- 3-5 years of related experience in Investment banking/Private banking,

- Postgraduate with a commerce background or,

- CA/CFA/CAIA/MBA from a reputable institution

Skills, Experience and Competencies:

- Strong self-motivation and ability to lead work streams independently.

- Knowledge of alternative investment products like Venture Capital, Private equity, Hedge funds etc.

- Excellent presentation skills (oral and written).

- Rigorous attention to detail and a practitioner's approach to investment-problem solving.